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Investment Section
Base Camp
Securing a strong financial footing will be a constant struggle if
we are unable to quantify what we own versus what we owe. Un-derstanding
and calculating net worth on a regular basis serves
as a base camp of sorts for retirement planning – a place where
we can inventory our assets and liabilities on a regular basis,
make adjustments to our plan, and take our first steps toward
the summit.
Our money habits should support our personal values, priorities,
and needs. Having a large net worth and successfully managing
our money is not necessarily dependent on how much money we
earn, but how much we keep. Net worth serves as a scorecard
for regularly evaluating our progress.
41 Investment Consultant’s Report
44 Chief Investment Officer’s Report
50 Largest Holdings
51 Investment Portfolio by Type and Manager
52 Asset Comparison
53 Schedule of Stock Brokerage Commissions Paid
Section Contents

Investment Section
Base Camp
Securing a strong financial footing will be a constant struggle if
we are unable to quantify what we own versus what we owe. Un-derstanding
and calculating net worth on a regular basis serves
as a base camp of sorts for retirement planning – a place where
we can inventory our assets and liabilities on a regular basis,
make adjustments to our plan, and take our first steps toward
the summit.
Our money habits should support our personal values, priorities,
and needs. Having a large net worth and successfully managing
our money is not necessarily dependent on how much money we
earn, but how much we keep. Net worth serves as a scorecard
for regularly evaluating our progress.
41 Investment Consultant’s Report
44 Chief Investment Officer’s Report
50 Largest Holdings
51 Investment Portfolio by Type and Manager
52 Asset Comparison
53 Schedule of Stock Brokerage Commissions Paid
Section Contents